Godshalk Welsh Capital Management, Inc.

Q2 2026 13F-HR Holdings

Location
Radnor, PA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
137
Total value ($000)
$185,589
Net value change ($000)
+13,115 (7.6%)
New positions
10
Sold out positions
2
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GLW 1,585 86.8%
CSCO 1,399 48.6%
GOOGL 1,210 23.5%
AAPL 1,113 13.6%
GOOGL 754 23.2%
IWM 667 21.1%
TSM 559 40.4%
NOK 486 111.5%
AXP 394 12.2%
TCAF 378 21.7%
Top Reduces (Value $000, Stocks/ETFs)
INTU -1,452 -45.5%
CVX -431 -19.9%
ZTS -358 -38.7%
HON -349 -50.4%
COST -321 -5.7%
GMED -286 -8.3%
COP -244 -21.3%
HSY -229 -100.0%
VZ -223 -100.0%
AMT -215 -26.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type